POSITION TITLE: Essential Banker
LOCATION: Bogart Financial Center
DEPARTMENT: Retail
REPORTS TO: Financial Center Manager – Bogart Financial Center
SUPERVISOR TO: N/A
EMPLOYMENT TYPE: Full-Time
STATUS: Non-Exempt
DEPARTMENT | ROLE DESCRIPTION:
We are looking for an Essential Banker to assist our customers in managing their bank accounts and finances. You'll be responsible for building long-term relationships with clients and cross-selling them our products and services. Essential Bankers should be excellent communicators with knowledge of our banking processes and products. You'll be the face of our bank and we'll depend on you to provide high-quality customer service.
RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO:
Advise customers on bank services for their needs (ex. Loans, credit cards, investment services)
Process transactions on customer accounts (deposits, withdrawals, loan payments, etc.)
Resolve any issues with banking services and accounts
Refer clients to product experts as needed
Collaborate with other professionals to ensure high-quality customer service
Handle customer needs by providing high level solutions to questions and concerns
Make sound decisions based on our policies/procedures with a solid risk assessment
EXPERIENCE | QUALIFICATIONS:
MINIMUM QUALIFICATIONS
Experience in sales or customer service field
Excellent communication skills
Customer-oriented approach to problem solving
High School Degree or Equivalent Education
PREFERRED QUALIFICATIONS
Knowledge of banking practices and regulations
Cash handling experience
Equal Employment Opportunity/M/F/disability/protected veteran status
Notice to Recruiters: We value our recruiting partnerships, but to protect the interest of all parties, Oconee State Bank (OSB) does not accept unsolicited resumes from recruiters. All recruiting is managed through OSB's Human Resources Department and contacting hiring managers directly is not appropriate. If you would like to develop a recruiting relationship, please work directly with Human Resources. All unsolicited resumes submitted through our website or to OSB email accounts shall be deemed property of Oconee State Bank.
Equal employment opportunity, including veterans and individuals with disabilities.
